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Associate Sales Consultant – Personal Investors
T. Rowe Price. Provide education and/or guidance to T.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative sales approaches and client relationship management, with a strong focus on driving net new flows and asset retention within the financial services sector. Proficient in understanding investment planning needs and delivering tailored solutions to enhance client satisfaction.
Highest-signal resume keywords
Consultative Sales ApproachClient Relationship ManagementInvestment Planning GuidanceSeries 7 LicenseSeries 66 License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Client SatisfactionCommunicationNurturing Relationships
Certifications & Qualifications
Series 7 LicenseSeries 66 License
Industry Keywords
Financial Industry ExperienceInvestmentRetirement PlanningEducation PlanningSales Targets
About the role
Key responsibilities & impact- Provide education and/or guidance to T. Rowe Price’s Core Personal Investors
- Drive net new flows and retain assets within the Individual Investors organization
- Serve as the initial point of contact for prospects and existing clients seeking investment, retirement, and education planning guidance
- Deliver on defined sales targets, quality of conversations, and other role-based responsibilities
- Develop and maintain proficient knowledge of T. Rowe Price products and services
- Drive client satisfaction and support asset retention efforts by understanding clients’ broader investment planning needs
- Manage multiple clients in different stages of the buying process
- Use a consultative sales approach to uncover consolidation and additional sales opportunities
- Nurture client relationships and brand loyalty
- Capitalize on internal referrals to maximize existing client relationships and deliver new investor relationships
- Liaise with internal partners to ensure clients receive appropriate solutions
Requirements
What you’ll need- Bachelor's degree or the equivalent combination of education and relevant experience
- 0+ years of total relevant work experience
- Series 7 and 66 licenses to be obtained within designated window per the Global Distribution licensing policy
- Sales experience (preferred)
- Financial industry experience (preferred)
- Fully licensed candidate currently holding Series 7 and 66 (preferred)
Benefits
Comp & perks- Dedicated paid time and resources to support the licensing process
- Competitive compensation
- Annual bonus eligibility
- A generous retirement plan
- Hybrid work schedule
- Health and wellness benefits, including online therapy
- Paid time off for vacation, illness, medical appointments, and volunteering days
- Family care resources, including fertility and adoption benefits
- Overtime pay eligibility